跳出超级 App 之争，鸿蒙系统级智能如何改写 AI 赛道规则？

Core Viewpoint - The article discusses the transition of AI from a competitive landscape dominated by "hundred model battles" to a focus on practical applications, highlighting Huawei's unique approach in the AI race through its HarmonyOS and intelligent terminal systems [1]. Group 1: Smart Terminal's "True Intelligence" Turning Point - Huawei's executive, Jia Yongli, asserts that the terminal industry is at a pivotal moment, moving from "single product intelligence" to "seamless interconnected intelligent experiences" [3]. - The current industry faces an "AI feature stacking" dilemma, where AI is merely an embellishment within apps rather than a cohesive service coordinator [3]. - HarmonyOS 6 aims to shift this paradigm by managing "user intent" and "service distribution," positioning AI as a fundamental connector in human-computer interaction [3]. Group 2: Technical Deconstruction of HMAF - The Harmony Intelligent Agent Framework (HMAF), set to launch in mid-2025, will redefine the relationship between applications and systems through a three-layer architecture [5]. - The A2A (Agent to Agent) collaboration feature has been commercially launched on Huawei Mate X7, supporting various intelligent agents across finance, shopping, travel, and entertainment [5][6]. - This framework allows users to complete complex tasks with simple commands, transforming the traditional "user finds service" model into a "service finds user" approach [7]. Group 3: Strategic Differentiation in AI Approaches - Major players in the AI sector have distinct strategies: Alibaba focuses on a "B to C" model, while ByteDance follows a "C to B" approach, both facing limitations in breaking through "single product intelligence" [10]. - In contrast, Huawei adopts a "C+B" strategy, integrating AI capabilities at the system level rather than through a single super app, leveraging its hardware ecosystem [11]. - Huawei's system-level entry points provide new traffic sources for developers, allowing for decentralized service distribution that benefits long-tail applications [11]. Group 4: Ecosystem Development and Developer Support - The success of AI operating systems hinges on ecosystem prosperity, with over 32 million devices running HarmonyOS 5 and 6, and 80+ intelligent agents launched across various high-frequency scenarios [12]. - To encourage developer participation, Huawei has introduced the Xiaoyi Intelligent Agent Open Platform and the "Tiangong Plan," investing 1 billion RMB to support AI ecosystem innovation [13]. - The DevEco toolchain facilitates AI development by enabling developers to generate code frameworks through dialogue, significantly lowering entry barriers [13]. Group 5: Future of Terminal Intelligence - Huawei's AI terminal white paper categorizes AI terminal intelligence into levels, with HarmonyOS advancing from L1 (tool-level) to L3 (collaborative autonomy) [15]. - The evolution of the terminal operating system towards an "intention-centered" intelligent assistant is driven by Xiaoyi's transformation from a simple dialogue interface to a central decision-making system [15]. - The ultimate goal is to create a new era in human-computer interaction, freeing users from cumbersome digital operations while unlocking new technological and commercial value for developers [19].